Hints and Tips – T.S. Warren

How to respond when a client questions your value as a professional

June 22, 2018June 22, 2018Hints and Tips

While talking with many of my travel consultant clients, I’ve noticed a recurring obstacle. When clients ask them to justify their compensation, whether it’s supplier commissions, service fees, or other professional fees and charges, they sometimes find themselves at a loss for words. In a recent article from REALTOR® Magazine, Tonya Eberhart and Michael Carr give...

Keep track of email conversations using ClientBase and Gmail

May 7, 2018June 23, 2018Hints and Tips

There’s an easy way to keep track of your client email conversations using ClientBase and Gmail. ClientBase makes it easy to send email to your clients within the program. Unfortunately, there isn’t an automatic method for tracking incoming messages and entire conversations. While there are some manual workarounds, I’ve found an easier way using...

Entering Dates in QuickBooks

March 7, 2018February 26, 2018Hints and Tips

If you’ve checked out my blog recently, you may have noticed that I really appreciate shortcuts when working with data entry. Since entering accurate dates on transactions is essential to keeping accurate books, I really appreciate the ways that many applications make entering them easier. Both QuickBooks Desktop (QBD) and QuickBooks Online (QBO) have...

Setting up email signatures in CBO: A workaround

February 27, 2018February 21, 2018Hints and Tips

Someone recently asked me how to set up their email signature in ClientBase Online. For those who have used ClientBase Windows, your database administrator has likely setup a default email signature for sending messages from ClientBase. Unfortunately, email signatures is one of the features that is unavailable in ClientBase Online. But the good news...

Date formulas make running TBO and CB reports easier

February 21, 2018August 6, 2018Hints and Tips

In an earlier post, I talked about some easy shortcuts for entering dates in Trams and ClientBase. In this post, I want to share some more advanced ways you can use date formulas. Date formulas are a great way to quickly calculate dates. These are particularly helpful when saving queries to run reports on...

Easier ways to enter dates in TBO and ClientBase

February 17, 2018August 6, 2018Hints and Tips

There are some useful shortcuts for entering dates in Trams Back Office and ClientBase. Date always display in the MM/DD/YYYY format (if your computer is set to use the U.S. date format. but it’s not necessary to enter the date the same way. Try using some of the following shortcuts to make entering dates...

Running Windows on Mac

September 22, 2017February 20, 2018Hints and Tips

Many people know that I'm devoted Mac user, and I'm frequently asked about the best way to run Windows-based applications on a Mac OS X computer....